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Our Team

Meet the Francis Financial Team

Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, to provide you with high-touch financial planning and wealth management advice. Our collaborative approach ensures the quality of our work and gives you the attention you deserve.

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The moment of Stacy Francis

Stacy Francis

President & CEO
CFP®, CDFA®, CES™
41
The moment of Avani Ramnani

Avani Ramnani

Managing Director
CFP®, CDFA®, CPWA®
FF Headshots 10
The moment of Natalie Colley

Natalie Colley

Lead Advisor
CFP®, CDFA®
FF Headshots 9
The moment of Sunaina Mehra

Sunaina Mehra

Senior Director of Marketing
FF Headshots 5
The moment of Matthew Haertzen

Matthew Haertzen

Chief Investment Officer
CFA, CFP®
Francis Financial09262016 40rtcircle 2
The moment of Shweta Lawande

Shweta Lawande

Lead Advisor
CFP®, CDFA®
Alexandra Shepis
The moment of Alexandra Shepis

Alexandra Shepis

Lead Advisor
CFP®, CDFA®
FF Headshots 11
The moment of Peter Vilim

Peter Vilim

Lead Advisor
CFP®, CDFA®, CIMA®
Gab
The moment of Gabrielle Deems

Gabrielle Deems

Director of Marketing
FF Headshots 12
The moment of Deborah Donenfeld

Deborah Donenfeld

Executive Assistant and Chief Communication Officer
Joelle WebsitePicture 1
The moment of Joelle Prisco

Joelle Prisco

Associate Advisor
Madison H
The moment of Madison Harris

Madison Harris

Client Service Associate
FF20220412 11warm
The moment of Madison Mount

Madison Mount

Client Service Associate
FF Headshots 13
The moment of Megan Illig

Megan Illig

Client Service Associate
Makaylas Headshot Circle
The moment of Makayla Williams

Makayla Williams

Marketing Associate
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The moment of Shadow

Shadow

Security Guard & Team Mascot
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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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  • *We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.

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*We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.